Hikari Tsushin, Inc.
CIK 0001423673
Annualised vol
7.596939%
Beta
0.280659
HHI
3339.906837
Top-10 weight
84.278714%
VaR 95%
0.727053%
VaR 99%
1.292301%
Max drawdown
9.525928%
Matched value
84.641999%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| BRK-B | ADDED | 37,140 | 32,907 | 12.86% | 861,974,495 |
| GOOGL | REDUCED | 528,907 | 554,232 | -4.57% | 189,015,495 |
| V | UNCHANGED | 102,555 | 102,555 | 0.0% | 35,185,595 |
| ABBV | REDUCED | 101,443 | 104,963 | -3.35% | 25,527,117 |
| PSX | REDUCED | 114,729 | 116,848 | -1.81% | 19,394,937 |
| ZTS | ADDED | 233,617 | 188,125 | 24.18% | 16,787,718 |
| MMM | REDUCED | 93,406 | 102,018 | -8.44% | 15,123,365 |
| LMT | UNCHANGED | 29,045 | 29,045 | 0.0% | 14,797,266 |
| LIN | UNCHANGED | 25,500 | 25,500 | 0.0% | 13,232,970 |
| MDT | UNCHANGED | 144,952 | 144,952 | 0.0% | 11,339,595 |
| AME | UNCHANGED | 30,529 | 30,529 | 0.0% | 7,386,186 |
| RSG | UNCHANGED | 32,200 | 32,200 | 0.0% | 6,861,176 |
| ISRG | UNCHANGED | 15,185 | 15,185 | 0.0% | 6,038,771 |
| ECL | UNCHANGED | 20,144 | 20,144 | 0.0% | 5,612,320 |
| ROP | REDUCED | 14,035 | 15,600 | -10.03% | 4,749,304 |
| BMY | UNCHANGED | 81,141 | 81,141 | 0.0% | 4,675,344 |
| J | REDUCED | 35,985 | 38,455 | -6.42% | 4,534,110 |
| MSFT | UNCHANGED | 9,794 | 9,794 | 0.0% | 3,653,358 |
| FTV | UNCHANGED | 49,400 | 49,400 | 0.0% | 3,017,846 |
| ABT | REDUCED | 30,604 | 32,870 | -6.89% | 2,777,007 |
| SOLV | REDUCED | 35,220 | 53,112 | -33.69% | 2,717,223 |
| VEEV | UNCHANGED | 13,562 | 13,562 | 0.0% | 2,406,848 |
| ADP | UNCHANGED | 10,400 | 10,400 | 0.0% | 2,329,080 |
| VLTO | UNCHANGED | 21,546 | 21,546 | 0.0% | 1,910,699 |
| RAL | UNCHANGED | 21,075 | 21,075 | 0.0% | 1,551,752 |
| TDG | UNCHANGED | 1,060 | 1,060 | 0.0% | 1,411,962 |
| COST | UNCHANGED | 1,400 | 1,400 | 0.0% | 1,309,658 |
| MDLZ | UNCHANGED | 20,898 | 20,898 | 0.0% | 1,208,740 |
| VNT | UNCHANGED | 39,267 | 39,267 | 0.0% | 1,138,743 |
| AMTM | UNCHANGED | 45,403 | 45,403 | 0.0% | 938,480 |
| TRMB | UNCHANGED | 17,728 | 17,728 | 0.0% | 907,319 |
| A | UNCHANGED | 6,403 | 6,403 | 0.0% | 850,510 |
| GLD | ADDED | 2,300 | 500 | 360.0% | 847,274 |
| WDS | UNCHANGED | 35,381 | 35,381 | 0.0% | 683,561 |
| NTR | UNCHANGED | 10,800 | 10,800 | 0.0% | 679,860 |
| CRM | ADDED | 4,298 | 4,291 | 0.16% | 673,325 |
| MTD | UNCHANGED | 482 | 482 | 0.0% | 615,760 |
| ALSN | UNCHANGED | 2,500 | 2,500 | 0.0% | 281,850 |
| EWBC | UNCHANGED | 2,000 | 2,000 | 0.0% | 258,180 |
| MOH | UNCHANGED | 687 | 687 | 0.0% | 157,117 |
| UNH | UNCHANGED | 365 | 365 | 0.0% | 151,705 |
| RPRX | UNCHANGED | 2,220 | 2,220 | 0.0% | 124,475 |
| TNET | UNCHANGED | 1,900 | 1,900 | 0.0% | 94,031 |
| AMGN | UNCHANGED | 233 | 233 | 0.0% | 84,374 |
| UG | UNCHANGED | 9,500 | 9,500 | 0.0% | 67,830 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| BRK-B | ADDED | BERKSHIRE HATHAWAY INC-CL A | COMMON | 084670108 | 843,953,950 | 56.03 | 1127.0 |
| GOOGL | REDUCED | ALPHABET INC-CL A | COMMON | 02079K305 | 189,015,495 | 12.55 | 528907.0 |
| - | INVESCO SENIOR LOAN ETF | COMMON | 46138G508 | 50,595,984 | 3.36 | 2483848.0 | |
| V | UNCHANGED | VISA INC-CLASS A SHARES | COMMON | 92826C839 | 35,185,595 | 2.34 | 102555.0 |
| - | JOHNSON AND JOHNSON | COMMON | 478160104 | 27,699,746 | 1.84 | 109067.0 | |
| - | ISHARES IBOXX HIGH YLD CORP | COMMON | 464288513 | 27,442,905 | 1.82 | 343165.0 | |
| ABBV | REDUCED | ABBVIE INC | COMMON | 00287Y109 | 25,527,117 | 1.69 | 101443.0 |
| - | FIRST TRUST SENIOR LOAN ETF | COMMON | 33738D309 | 25,516,271 | 1.69 | 570196.0 | |
| - | VANGUARD S AND P 500 ETF | COMMON | 922908363 | 25,212,108 | 1.67 | 36709.0 | |
| PSX | REDUCED | PHILLIPS 66 | COMMON | 718546104 | 19,394,937 | 1.29 | 114729.0 |
| BRK-B | ADDED | BERKSHIRE HATHAWAY INC-CL B | COMMON | 084670702 | 18,020,545 | 1.2 | 36013.0 |
| ZTS | ADDED | ZOETIS INC | COMMON | 98978V103 | 16,787,718 | 1.11 | 233617.0 |
| MMM | REDUCED | 3M CO | COMMON | 88579Y101 | 15,123,365 | 1.0 | 93406.0 |
| LMT | UNCHANGED | LOCKHEED MARTIN CORP | COMMON | 539830109 | 14,797,266 | 0.98 | 29045.0 |
| - | MOODY'S CORP | COMMON | 615369105 | 14,352,582 | 0.95 | 31689.0 | |
| LIN | UNCHANGED | LINDE PLC | COMMON | G54950103 | 13,232,970 | 0.88 | 25500.0 |
| - | DANAHER CORP | COMMON | 235851102 | 12,326,342 | 0.82 | 64712.0 | |
| MDT | UNCHANGED | MEDTRONIC PLC | COMMON | G5960L103 | 11,339,595 | 0.75 | 144952.0 |
| - | BHP GROUP LTD-SPON ADR | COMMON | 088606108 | 9,915,640 | 0.66 | 119021.0 | |
| AME | UNCHANGED | AMETEK INC | COMMON | 031100100 | 7,386,186 | 0.49 | 30529.0 |
| - | EXXON MOBIL CORP | COMMON | 30231G102 | 7,107,526 | 0.47 | 51986.0 | |
| RSG | UNCHANGED | REPUBLIC SERVICES INC | COMMON | 760759100 | 6,861,176 | 0.46 | 32200.0 |
| - | WATERS CORPORATION | COMMON | 941848103 | 6,092,900 | 0.4 | 16246.0 | |
| ISRG | UNCHANGED | INTUITIVE SURGICAL INC | COMMON | 46120E602 | 6,038,771 | 0.4 | 15185.0 |
| ECL | UNCHANGED | ECOLAB INC | COMMON | 278865100 | 5,612,320 | 0.37 | 20144.0 |
| ROP | REDUCED | ROPER TECHNOLOGIES INC | COMMON | 776696106 | 4,749,304 | 0.32 | 14035.0 |
| BMY | UNCHANGED | BRISTOL-MYERS SQUIBB CO | COMMON | 110122108 | 4,675,344 | 0.31 | 81141.0 |
| J | REDUCED | JACOBS SOLUTIONS INC | COMMON | 46982L108 | 4,534,110 | 0.3 | 35985.0 |
| MSFT | UNCHANGED | MICROSOFT CORP | COMMON | 594918104 | 3,653,358 | 0.24 | 9794.0 |
| - | VANGUARD INTERMEDIATE-TERM T | COMMON | 92206C706 | 3,241,187 | 0.22 | 54954.0 | |
| FTV | UNCHANGED | FORTIVE CORP | COMMON | 34959J108 | 3,017,846 | 0.2 | 49400.0 |
| - | PROCTER AND GAMBLE CO | COMMON | 742718109 | 3,009,786 | 0.2 | 20525.0 | |
| - | BROOKFIELD CORP | COMMON | 11271J107 | 2,795,863 | 0.19 | 65646.0 | |
| ABT | REDUCED | ABBOTT LABORATORIES | COMMON | 002824100 | 2,777,007 | 0.18 | 30604.0 |
| SOLV | REDUCED | SOLVENTUM CORP | COMMON | 83444M101 | 2,717,223 | 0.18 | 35220.0 |
| VEEV | UNCHANGED | VEEVA SYSTEMS INC-CLASS A | COMMON | 922475108 | 2,406,848 | 0.16 | 13562.0 |
| ADP | UNCHANGED | AUTOMATIC DATA PROCESSING INC | COMMON | 053015103 | 2,329,080 | 0.15 | 10400.0 |
| - | VANGUARD HEALTH CARE ETF | COMMON | 92204A504 | 2,083,203 | 0.14 | 6967.0 | |
| - | JACK HENRY AND ASSOCIATES INC | COMMON | 426281101 | 1,980,977 | 0.13 | 14382.0 | |
| VLTO | UNCHANGED | VERALTO CORP | COMMON | 92338C103 | 1,910,699 | 0.13 | 21546.0 |
| - | THE CIGNA CORP | COMMON | 125523100 | 1,752,773 | 0.12 | 6358.0 | |
| RAL | UNCHANGED | RALLIANT CORP | COMMON | 750940108 | 1,551,752 | 0.1 | 21075.0 |
| - | VERISIGN INC | COMMON | 92343E102 | 1,484,456 | 0.1 | 5901.0 | |
| TDG | UNCHANGED | TRANSDIGM GROUP INC | COMMON | 893641100 | 1,411,962 | 0.09 | 1060.0 |
| COST | UNCHANGED | COSTCO WHOLESALE CORP | COMMON | 22160K105 | 1,309,658 | 0.09 | 1400.0 |
| MDLZ | UNCHANGED | MONDELEZ INTERNATIONAL INC-CL A | COMMON | 609207105 | 1,208,740 | 0.08 | 20898.0 |
| VNT | UNCHANGED | VONTIER CORP | COMMON | 928881101 | 1,138,743 | 0.08 | 39267.0 |
| - | MERCK AND CO INC | COMMON | 58933Y105 | 1,132,342 | 0.08 | 8812.0 | |
| - | NOVO NORDISK AS | COMMON | 670100205 | 1,127,165 | 0.07 | 23512.0 | |
| - | VANGUARD FTSE EMERGING MARKE | COMMON | 922042858 | 939,819 | 0.06 | 15745.0 | |
| AMTM | UNCHANGED | AMENTUM HOLDINGS INC | COMMON | 023939101 | 938,480 | 0.06 | 45403.0 |
| - | BECTON DICKINSON AND CO | COMMON | 075887109 | 930,528 | 0.06 | 6149.0 | |
| TRMB | UNCHANGED | TRIMBLE INC | COMMON | 896239100 | 907,319 | 0.06 | 17728.0 |
| - | WELLS FARGO AND CO | COMMON | 949746101 | 878,546 | 0.06 | 10631.0 | |
| A | UNCHANGED | AGILENT TECHNOLOGIES INC | COMMON | 00846U101 | 850,510 | 0.06 | 6403.0 |
| GLD | ADDED | SPDR GOLD SHARES | COMMON | 78463V107 | 847,274 | 0.06 | 2300.0 |
| - | INVESCO S AND P SPIN-OFF ETF | COMMON | 46137V159 | 734,224 | 0.05 | 4903.0 | |
| - | VANGUARD DIVIDEND APPREC ETF | COMMON | 921908844 | 696,136 | 0.05 | 2942.0 | |
| WDS | UNCHANGED | WOODSIDE ENERGY GROUP-ADR | COMMON | 980228308 | 683,561 | 0.05 | 35381.0 |
| NTR | UNCHANGED | NUTRIEN LTD | COMMON | 67077M108 | 679,860 | 0.05 | 10800.0 |
| CRM | ADDED | SALESFORCE INC | COMMON | 79466L302 | 673,325 | 0.04 | 4298.0 |
| MTD | UNCHANGED | METTLER-TOLEDO INTERNATIONAL | COMMON | 592688105 | 615,760 | 0.04 | 482.0 |
| - | LEVI STRAUSS AND CO- CLASS A | COMMON | 52736R102 | 608,335 | 0.04 | 24500.0 | |
| - | VANGUARD FTSE PACIFIC ETF | COMMON | 922042866 | 570,467 | 0.04 | 4931.0 | |
| - | ABRDN PHYSICAL PLATINUM SHRS | COMMON | 003260106 | 560,113 | 0.04 | 39640.0 | |
| ALSN | UNCHANGED | ALLISON TRANSMISSION HOLDING | COMMON | 01973R101 | 281,850 | 0.02 | 2500.0 |
| - | ISHARES BIOTECHNOLOGY ETF | COMMON | 464287556 | 261,131 | 0.02 | 1373.0 | |
| EWBC | UNCHANGED | EAST WEST BANCORP INC | COMMON | 27579R104 | 258,180 | 0.02 | 2000.0 |
| - | INVESCO QQQ TRUST SERIES 1 | COMMON | 46090E103 | 222,393 | 0.01 | 302.0 | |
| MOH | UNCHANGED | MOLINA HEALTHCARE INC | COMMON | 60855R100 | 157,117 | 0.01 | 687.0 |
| UNH | UNCHANGED | UNITEDHEALTH GROUP INC | COMMON | 91324P102 | 151,705 | 0.01 | 365.0 |
| RPRX | UNCHANGED | ROYALTY PHARMA PLC | COMMON | G7709Q104 | 124,475 | 0.01 | 2220.0 |
| TNET | UNCHANGED | TRINET GROUP INC | COMMON | 896288107 | 94,031 | 0.01 | 1900.0 |
| AMGN | UNCHANGED | AMGEN INC | COMMON | 031162100 | 84,374 | 0.01 | 233.0 |
| UG | UNCHANGED | UNITED GUARDIAN INC | COMMON | 910571108 | 67,830 | 0.0 | 9500.0 |
| - | ORGANON AND CO | COMMON | 68622V106 | 8,110 | 0.0 | 599.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | 1,506,363,889 | 76 | 7.596939 | 0.280659 | 9.525928 |
| 2026-03-31 | 2026-05-13 | 1,450,537,539 | 78 | 7.357019 | 0.268867 | 9.40276 |
| 2025-12-31 | 2026-02-12 | 1,535,100,603 | 80 | 7.462503 | 0.276526 | 9.366857 |
| 2025-09-30 | 2025-11-12 | 1,487,290,453 | 77 | 7.167729 | 0.252953 | 8.674722 |
| 2025-03-31 | 2025-05-13 | 1,491,946,276 | 71 | 6.848421 | 0.218224 | 7.884279 |
| 2024-12-31 | 2025-02-13 | 1,377,482,039 | 71 | 7.001552 | 0.246522 | 8.776867 |